Let’s start with the bad news… we got quarterly updates this week from Charlotte’s Web (CWEB.TO, CWBHF) and II-VI (IIVI), both stocks I’ve bought fairly recently (IIVI just a few weeks ago, CWEB a few months ago), and those are both in the red. Neither one hit a stop loss yet, but what did we […]
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What’s going on with the market this week? Well, the accepted narrative keeps shifting — first we had trade war panic as Trump announced new tariffs last week, then celebration as those tariffs were delayed to ‘save Christmas’, and the market is overly obsessed with the high-level game of chicken being played by Trump and […]
I’ve been meaning to check in on one of the few mutual funds that I’ve written in detail about for you, so in the absence of any other big portfolio moves we’ll take a minute for that today. DoubleLine Shiller Enhanced CAPE (DSEEX) is a “better mousetrap” kind of fund, which should make us start […]
Today I’ll start by stating the obvious: One of the great problems with being an investor is that you can’t know for sure beforehand what’s a dip and a buying opportunity, and what’s the beginning of a long-term decline or a crash. That’s what sticks in my craw about mechanical stop-loss trading, because it doesn’t […]
I don’t spend a lot of time writing to you about my mutual fund and other diversified holdings in my portfolio, many of which are effectively indexed to the S&P 500, but I wrote to you a little over a year ago about the “better mousetrap” fund from DoubleLine that tries to provide a “double […]
I spent last week vacationing in Sarasota, Florida, near the old stomping grounds of one of my favorite authors, John D. MacDonald… so I ended up re-reading several volumes of his Travis McGee series as part of my vacation escape from the world. But MacDonald always included some social or environmental commentary in his novels, […]
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$TSLA and $FCAU mentioned from WSJ: Stocks to Watch http://tinyurl.com/y7h7fg89 [Open in new window] Other com...